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Stone House Investment Management’s AGNC Investment AGNC Stock Holding History

Stone House Investment Management’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$839 Buy
77
+49
+175% +$516 ﹤0.01% 918
2026
Q1 		$281 Hold
28
– – ﹤0.01% 906
2025
Q4 		$300 Buy
+28
New +$288 ﹤0.01% 755

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stone House Investment Management's AGNC Position: Q2 2026 in Review

Stone House Investment Management increased its AGNC Investment (AGNC) stake by 175% in Q2 2026, buying an estimated $516 and bringing the position to 77 shares worth $839. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Stone House Investment Management first reported a position in AGNC in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Stone House Investment Management held 77 shares of AGNC Investment worth $839 as of Q2 2026.
  • Stone House Investment Management bought 49 AGNC Investment shares in Q2 2026, an estimated $516.
  • AGNC Investment made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #918 holding.
  • Stone House Investment Management first reported a position in AGNC Investment in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.